FREC

Ashley Rodabaugh is a financial advisor at FREC with eight years of industry experience. She holds a Series 66 designation and has worked at several affiliated firms, including Frec Advisers LLC, Frec Securities LLC, and Frec Markets, Inc. Outside of her advisory role, she owns How Are You Still Single, LLC, a business unrelated to investment activities. Frec Advisers provides automated, discretionary investment advisory and portfolio management services via its web and mobile platform to retail individuals, trusts, and other entity clients affiliated with Frec Securities. The firm’s software-driven process includes direct indexing, tax-loss harvesting, option-based hedging, and cash management strategies, operating exclusively through its broker-dealer affiliate with integrated execution, clearing, and custody services.

John Morton is a financial advisor at Frec Advisers LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers provides automated, discretionary investment advisory and portfolio management services through its web and mobile platform to retail individuals, trusts, and other entity clients of its affiliated broker-dealer. The firm’s software-driven approach includes direct indexing, tax-loss harvesting, option-based hedging, and cash management features, with continuous account monitoring and periodic rebalancing.

Joshua Patchik is a financial advisor at FREC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including tastytrade, Inc., M1 Finance, and LBMZ Securities Inc. Prior to his advisory roles, he was employed at the University of Illinois at Chicago and engaged in a business outside finance, Flat Top Grill. Frec Advisers provides automated, discretionary investment advisory and portfolio management services through its web and mobile platform to retail individuals, trusts, and other entities affiliated with its broker-dealer. The firm’s software-driven process includes direct indexing, tax-loss harvesting, option-based hedging, and uses margin and short sales within a framework of continuous account monitoring and periodic rebalancing.

Dimitri Rodrigo is a financial advisor at FREC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several affiliated entities, including Frec Advisers LLC and Frec Securities LLC, as well as prior roles at M1 Finance and Ustocktrade Securities. FREC provides automated, discretionary investment advisory and portfolio management services through its web and mobile platform, serving retail individuals, trusts, and other entities. The firm uses a software-driven process to tailor and manage portfolios, incorporating strategies such as direct indexing, tax-loss harvesting, option-based hedging, and margin use.

Hayley Curtis is a financial advisor at FREC with four years of industry experience and holds a Series 66 designation. Prior to joining FREC, she worked at Morgan Stanley for several years and has experience with nonprofit and scientific organizations, including Fountain of Life Africa and the California Academy of Sciences. FREC Advisers provides automated, discretionary investment advisory and portfolio management services through its web and mobile platform, serving retail individuals, trusts, and other entities. The firm’s software-driven process tailors portfolio allocations and incorporates strategies such as direct indexing, tax-loss harvesting, and option-based hedging under discretionary authority.

Matthew Robbins is a financial advisor with FREC in San Francisco, holding Series 63 and Series 65 licenses. He has experience working at Quid Capital Group Holdings, SunTrust Robinson Humphrey, and Carta, among other firms. Robbins has been with Frec Advisers LLC since 2026. Frec Advisers provides automated, discretionary investment advisory and portfolio management services through its web and mobile platform, serving retail individuals, trusts, and other entities affiliated with its broker-dealer. The firm’s software-driven process tailors portfolio allocations, monitors accounts, and offers strategies including direct indexing, tax-loss harvesting, option-based hedging, and cash management.